Evergreen Investing, LLC

Evergreen Investing, LLC (CRD# 150006) is a financial advisory firm headquartered in , . They manage $2,702,206 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $73,033
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Evergreen Investing, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Peter A. Huffman
CRD#: 1335015
Aurora, CO
93
Wealthminder
score

Peter Huffman (CRD# 1335015) is an Investment Advisor Representative working at Evergreen Investing, LLC in Aurora, CO and has over 18 years of experience in the finance industry.

2
Eric M. Lybarger
CRD#: 4695738
Aurora, CO
93
Wealthminder
score

Eric Lybarger (CRD# 4695738) is an Investment Advisor Representative working at Evergreen Investing, LLC in Aurora, CO and has over 14 years of experience in the finance industry.

3
Peter A. Schopen
CRD#: 1922158
1746 Cole Blvd. - Suite 225, Golden, CO 80401
93
Wealthminder
score

Peter Schopen (CRD# 1922158) is an Investment Advisor Representative working at Evergreen Investing, LLC in Golden, CO and has over 18 years of experience in the finance industry.

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